HR
UFOX

Howe & Rusling’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Howe & Rusling’s Portfolio UFOX Stock Details UFOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.9K Hold
600
– – ﹤0.01% 369
2025
Q4 		$38.3K Hold
600
– – ﹤0.01% 379
2025
Q3 		$37K Hold
600
– – ﹤0.01% 364
2025
Q2 		$31.7K Buy
+600
New +$27K ﹤0.01% 370

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Howe & Rusling's UFOX Position: Q1 2026 in Review

Howe & Rusling held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q1 2026 at 600 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Howe & Rusling first reported a position in UFOX in Q2 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Howe & Rusling held 600 shares of Defiance Space and Connective Tech ETF worth $40.9K as of Q1 2026.
  • Howe & Rusling left its Defiance Space and Connective Tech ETF share count unchanged in Q1 2026.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #369 holding.
  • Howe & Rusling first reported a position in Defiance Space and Connective Tech ETF in Q2 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.